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TEIAX Thrivent Growth and Income Plus A

6 lower fee alternatives found

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Fund TEIAX Thrivent Growth and Income Plus A FASGX Fidelity Asset Manager® 70% TEIIX Thrivent Growth and Income Plus S  
Similarity
?
100% 90% 100%
Annual Fees
?
$119.31
(1.14% Exp. Ratio)
$76.40
(0.73% Exp. Ratio)
$87.91
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.66% annual return
$27,787.75 $31,461.24 $30,432.02
Est. savings over 30 yrs +$3,673.49 +$2,644.27
Return
As of 10/31/16
1 YR RETURN 1.53%
3 YR 2.86%
5 YR 7.26%
10 YR --
1 YR RETURN 3.43%
3 YR 4.46%
5 YR 8.19%
10 YR 5.05%
1 YR RETURN 1.73%
3 YR 3.20%
5 YR 7.63%
10 YR --
Description
The investment seeks long-term capital growth and income. Under normal circumstances, the fund invests 50-90% in equity securities and 10-50% in debt securities. The equity securities in which the fund invests are primarily income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. Under normal circumstances, the Advisor intends to invest in real estate investment trusts ("REITs").
The investment seeks to maximize total return over the long term. The fund allocates the fund's assets among three main asset classes: the stock class (equity securities of all types), the bond class (fixed-income securities of all types maturing in more than one year, including lower-quality debt securities which are sometimes referred to as high yield debt securities or junk bonds), and the short-term/money market class (fixed-income securities of all types maturing in one year or less).
The investment seeks long-term capital growth and income. Under normal circumstances, the fund invests 50-90% in equity securities and 10-50% in debt securities. The equity securities in which the fund invests are primarily income-producing and may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock. Under normal circumstances, the Advisor intends to invest in real estate investment trusts ("REITs").

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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